Advisor Center

Joining the V Wealth Management’s Family of Advisors

The success of V Wealth Advisors is critical to the financial success of our clients. Our goal is to offer operations and services to help our advisors build long-term success through independent wealth management and personalized client services.

 V WEALTH SERVICES AND RESOURCES

 Independence: As an independent advisor, you are in charge of your own future. You are free to pursue the type of client and commerce you desire. You build something of lasting value as the sole owner of your book of business.

 Smooth Transition: We call it “Plug ‘N’ Play.”  This means that when you join you can direct your energy toward your clients and leave many of the details in moving your business to our transition team.  We provide the extra support needed to ensure your success in moving clients to V Wealth. New advisors that generate more than $125,000 GDC may also be eligible for financial transition assistance. The degree of assistance is dependent upon both need and production levels and is determined by LPL Financial.

 High Payout: Our clients benefit from lower costs and our advisors enjoy a higher payout. The V Wealth model is a win-win for both clients and advisors.  Upon request we will provide individualized cost and payout reports.

 Compliance: Regulation is prevalent in our industry and so are Federal and State Regulators. The increased attention and responsibility on compliance means advisors must dedicate time to compliance-related tasks which are not revenue generating. V Wealth offers a cost-effective solution that allows advisors to focus on their clients and grow their business and not forcing them to be mired in paperwork.  At V Wealth you can rely on us for the compliance support you and your clients need.

 In-House or Virtual Advisors: Advisors can join our local office or create their own home office.  Our platform allows advisors to build a work environment that fits their lifestyle.  We can help evaluate what platform will work best for you. 

 Branding and Marketing: Advisors affiliated with V Wealth can choose to brand themselves individually (as a DBA) or in association with V Wealth, or a combination of the two. This gives clients the comfort that the advisor is associated with a larger organization and therefore is fully capable of providing resources and services often associated with larger financial institutions.

 Medical and Life Insurance: We offer both group medical and life insurance coverage which gives our advisors peace of mind for themselves and their families.

 Business Transition Program: V Wealth, with assistance from LPL Transitions, provides the framework and commitment that upon the death or disability of the advisor, their practice may be purchased for a pre-determined price.  Clients are reassured in the knowledge that their advisor has a succession planning resource partner in V Wealth.

 Work/Life Balance: As an independent advisor you are in charge of your own future and determine your work/life balance. You will be able to enjoy passing on the business to a successor or selling it when you’re ready.